Cameron Porter
18 posts
Lessons Working for Kevin Ryan (The Godfather of NYC Tech)
Building Resilience in a Multipolar World
Portfolio Construction with Earthshots & Moonshots
In our last update (“Sourcing Resilience”), we shared how we identify which sectors to invest in using a quantitative method for assessing total vulnerability to volatility and thus opportunity size. Now, we would like to share more on what we think about portfolio construction and in particular our desire to
Sourcing Resilience
The purpose of Steel Atlas is to invest in the technologies that will enable economic resilience across the value stack. We believe we are living in an increasingly volatile world and therefore the companies deploying resilience-enabling technologies will generate outsized returns. Going forward, each of these updates will provide you